AI, rising yields, trade tensions, and market volatility: explore what drove August markets and what investors should watch.

We are approaching the end of the "dog days of summer," a period traditionally associated with the hottest days of the year. On financial markets, July was a reminder that strong fundamentals do not always translate into a smooth performance.

Navigate June's mixed markets with insights on oil, inflation, and investment opportunities.

Equity markets in Q2 2026 delivered a generally positive, but uneven, performance across regions, shaped by resilient earnings growth, the ongoing AI-driven investment cycle, and elevated geopolitical risks.

Markets rose in May on earnings and AI optimism, but narrow leadership, geopolitical risks, and higher rates keep volatility elevated.

The spring economic update outlines several proposed changes affecting workers, home buyers, people with disabilities, and business owners. Below is a summary of selected measures that may be relevant for investors in the coming years.